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THE WEALTH SUMMIT 2026 : 5-6 NOVEMBER

Grow What You've Built. Protect Your Wealth.
Make Your Money Work Harder.

Two live days with Scott Picken, including dedicated time with our family office, plus a private Wealth Strategy Session, the AI Wealth Playbook and a full month inside Wealth Hackers. All for $27.

  • One payment, no subscription

THE REAL QUESTION

Your Business Or Career Pays You Well. Is Your Money Paying You Back?

Whether you've built a business, a career or a portfolio, you've already done the hard part.

But be honest about the rest. If you stopped working for six months, what would keep paying you? How much of what you own depends on one business, one job or one property? When did you last make a deliberate decision about your wealth, rather than your work?

The Wealth Summit gives you two days to turn what you earn into lasting wealth and diversified passive income, with a plan you build yourself.

CORE DELIVERABLES

What You'll Leave With

Identify your income dependence and choose a summit outcome

Save one meaningful financial goal

Enter your income, spending, assets and liabilities

Apply an AI workflow to reclaim time, and identify a profitability opportunity

Use the calculator to find your freedom number, and establish weekly wealth habits

Review concentration, liquidity, debt, ownership and family continuity

Apply the Six Pillars of Wealth across assets, countries and currencies

Test income, fees, liquidity and downside assumptions for passive income

Leave with your 90-day plan

INCLUDED WITH EVERY TICKET

A private conversation about your wealth journey.

Every ticket includes a private Wealth Strategy Session with our team. It's a chance to talk through where you are, what you want from your wealth, and how we can assist you on your journey.

How it works: Book your session straight after checkout. Sessions take place before the summit, so you arrive clear on where you are and what you want from the two days.

Strategy and education, not personal financial advice.

Private 1:1 Strategy Advisory Session over Zoom with Senior Wealth Strategist

$100M+

the net worth of the families our family office works with

THE ROOM MOST PEOPLE NEVER GET INTO

Spend dedicated time with a family office that works with families worth over $100 million.

Family offices don't run public events. They work quietly, for a small number of very wealthy families, and their thinking is almost never shared outside that room. At the Wealth Summit, ours is opening the door.

You'll spend dedicated time with them on Day 2.

An educational session. Attending doesn't make you a client of the family office or give you personal investment advice.

SUMMIT CURRICULUM

The Agenda

Day 1: Thursday 5 November

11:00 to 16:00 SAST.
09:00 to 14:00 GMT

11:00 - 11:20 SAST
9:00 - 9:20 GMT

You Make Good Money. Is It Making You Wealthy?

Identify income dependence and choose a summit outcome.

11:20 - 12:00 SAST

9:20 - 10:00 GMT

Wealth EQ with Caleo Consulting

Explore money decisions and save one meaningful financial goal.

12:00 - 12:15 SAST
10:00 - 10:15 GMT

Break

12:15 - 13:00 SAST

10:15 - 11:00 GMT

Know Your Numbers

Enter income, spending, assets and liabilities; mark estimates clearly.

13:00 - 13:30 SAST

11:00 - 11:30 GMT

Lunch

13:30 - 14:20 SAST

11:30 - 12:20 GMT

AI for Your Business or Career

Apply a workflow to reclaim time and identify an opportunity in your business or work.

14:20 - 14:35 SAST

12:20 - 12:35 GMT

Break

14:35 - 15:30 SAST

12:35 - 13:30 GMT

Your Freedom Number and Wealth Plan

Use the calculator, test assumptions and establish weekly wealth habits.

15:30 - 16:00 SAST

13:30 - 14:00 GMT

Continue with Wealth Hackers

Review your progress and see the tools, education and Digital Wealth Accelerator included in Wealth Hackers, with annual and monthly options to keep going.

Day 2: Friday 6 November

11:00 to 16:30 SAST

9:00 to 14:30 GMT

11:00 - 11:15 SAST
9:00 - 9:15 GMT

Your Money's Next Job

Reopen the plan and identify the priority question for the family office.

11:15 - 12:00 SAST

9:15 - 10:00 GMT

Wealth Protection

Review concentration, liquidity, debt, ownership and family continuity.

12:00 - 12:15 SAST

10:00 - 10:15 GMT

Break

12:15 - 13:45 SAST

10:15 - 11:45 GMT

Inside the Investment Committee (90 Mins)

Family-office panel debates current markets, investment strategies, asset classes, risks and opportunities. Includes a case discussion and audience Q&A.

13:45 - 14:15 SAST

11:45 - 12:15 GMT

Lunch

14:15 - 15:00 SAST

12:15 - 13:00 GMT

Global Diversification and the Six Pillars of Wealth

Anthony applies the framework across assets, countries and currencies.

15:00 - 15:15 SAST

13:00 - 13:15 GMT

Break

15:15 - 16:00 SAST

13:15 - 14:00 GMT

Passive Income by Design

Compare asset roles; test income, fees, liquidity and downside assumptions.

16:00 - 16:30 SAST

14:00 - 14:30 GMT

Your 90-Day Plan and Private Wealth Global

See how the Private Wealth Global partnership works, including responsibilities and support, with time for your questions and the option to book a discovery call.

SESSION LOGISTICS & PREPARATION

How It Works And What To Bring

Live on Zoom. Your join link comes by email after you book, and again on the morning of each day.

Recordings of both days are included.

Attendee Readiness Checklist

Ensure you have the following ready before day one to participate fully in working sessions:

  • Bring your numbers: your income, your monthly spending, and what you own and owe. Estimates are fine.
  • A laptop, for the calculator and the AI exercises.
  • A pen and notebook.
  • Your partner, if you make money decisions together.

FACULTY & LEADERSHIP

Your Hosts And Experts

Meet the people who will guide you over the two days: our founder, and the family office team behind Private Wealth Global.

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Scott Picken

Founder, Wealth University

Scott Picken is the founder of Wealth University and leads Wealth Hackers and Private Wealth Global. He graduated cum laude with a BSc in Construction Management from the University of Cape Town in 1998, then moved to London, where he worked as a labourer on building sites for £5 an hour. He began investing in property in 1999 and completed a master's in construction technology, cum laude, at the University of Greenwich in 2001, the same year a gifted copy of Rich Dad Poor Dad changed how he thought about money.

In 2004 he founded International Property Solutions in London, followed by Wealth Migrate in 2010, and in 2013 he wrote Property Going Global. Today Scott brings Wealth University and Caleo together in Private Wealth Global, and teaches business owners, professionals and investors around the world to build wealth with structure, a clear plan and a community around them.

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Garth Wellman

CEO and co-founder, Caleo Capital

Garth Wellman is the CEO and co-founder of Caleo Capital, the family-office group that partners with Wealth University in Private Wealth Global. His work centres on how families plan, structure and look after their wealth across generations, the questions a family office exists to answer.

Garth has taught our community how family offices work, including through the Family Office Masterclass and our generational wealth sessions, and he leads the annual portfolio review with Private Wealth Global 10X Elite members.

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Caleo Consulting

The psychology of money and Wealth EQ

Caleo Consulting specialises in the Enneagram and behavioural coaching. Its work covers the side of wealth that most financial plans leave out: the person making the decisions. How people feel about money, and the habits they bring to it, shape their results as much as any investment choice.

Karin Wellman, CEO, Caleo Consulting. Karin leads Caleo Consulting and specialises in the psychology of money and resilience. She uses the Enneagram to help individuals and families understand their own money behaviour, why they make the decisions they do, and how those patterns affect their relationships and their plans. She has taught the psychology of money and the Enneagram to our community and to Private Wealth Global members.

Bianca Church, Coaching Partner, Caleo Consulting. Bianca guides Private Wealth Global members through the Wealth EQ step of their journey. She sends each member their iEQ9 Enneagram assessment, explains how to complete it, and works through the results with them: their Enneagram type and tri-type, and what these show about how they relate to wealth, make financial decisions, approach risk and communicate. The results become a foundation for the rest of the member's journey, so their coaching and plan fit how they actually think and behave.

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Anthony Dinham

Associate Partner, Caleo Capital

Anthony Dinham is an Associate Partner at Caleo Capital. He presents the monthly market review for our community and teaches the Six Pillars of building a portfolio: time horizon, risk tolerance, asset allocation, diversification, personal goals, and monitoring, measuring and rebalancing.

Anthony has co-hosted the Know Your Numbers workshop and the Portfolio Construction Masterclass, and he works with Private Wealth Global 10X Elite members in their quarterly portfolio check-ins.

The Investment Committee, Institutional Capital Allocation Board

Private Wealth Global

Private Wealth Global, the mastermind and multi-family office

Private Wealth Global is where Wealth University and Caleo come together. Most families never have their own family office, the private team that very wealthy families use to plan, coordinate and look after their wealth across generations. Private Wealth Global was built to give members that same kind of structure and support, as part of a group of like-minded people.

Each partner brings a different part of it. Wealth University, founded by Scott Picken, brings the education, coaching, community and accountability: the nine-step journey, monthly group sessions, the education vault and live knowledge sessions. Caleo brings the family-office team: Caleo Consulting's work on the psychology of money and the Wealth EQ assessment, and Caleo Capital's market reviews, portfolio input and annual reviews. Together they give each member one plan for their family's wealth, people to check it with, and a regular rhythm for keeping it on track.

Members join Private Wealth Global by application, at one of two levels:

Core:

Group coaching · Done with you

the nine-step journey; a Wealth EQ profile reviewed with a coach; a family-office financial plan, with the portfolio reviewed once a year; monthly group sessions and accountability; and the community, education vault, live knowledge sessions and market updates.

10X Elite:

1 on 1 coaching · Done for you

everything in Core, plus monthly one-to-one coaching with Scott for 12 months; quarterly portfolio check-ins and an annual review with the family-office team; a family financial roadmap with three family alignment sessions; and direct access to partners.

Everything You Get For $27

...for the price of lunch with your best friend

  • Both days live: Day 1 and Day 2, as in the agenda above

  • Dedicated time with our family office on Day 2

  • Your private Wealth Strategy Session with our team, before the summit

  • The AI Wealth Playbook

  • Recordings of both days

  • A full month inside Wealth Hackers, free (normally $27/month): Friday Wealth Q&A with Scott, the 10X AI Command Centre, the Financial Freedom Calculator, the One-Page Globally Diversified Investor Plan, Wealth Going Global and Asset Class Mastery training, and the private community. Continuing afterwards is your choice: nothing renews unless you choose to pay.

All of it for $27, once. No subscription.

THE WEALTH SUMMIT 2026 · YOUR TICKET

$27 once-off

  • Both live summit days

  • Dedicated time with our family office

  • Your private Wealth Strategy Session

  • The AI Wealth Playbook

  • Recordings of both days

  • A full month inside Wealth Hackers

One payment. No subscription.

TRANSPARENCY & INTEGRITY

Why Only $27?

Built for business owners, professionals and investors

The Wealth Summit is for business owners, professionals and investors who want to turn active income into lasting wealth and diversified passive income.

Because I'd rather you come and judge the work for yourself. Two days, your own plan and a private conversation about your journey. If the summit is right for you, you'll know. If it isn't, you've spent less than a business lunch.

- Scott Picken

WHO THIS IS FOR

Is This The Right Room For You?

We keep the room small and focused, so that every conversation is useful to the people in it. Please read this before you book your seat.

This Is Built For You If:

You've built something real, and you're ready to stop building wealth alone.

  • You own a profitable business, and your income still depends on you showing up every day.

  • You earn well as a professional, but very little of your money works without you.

  • Your family has homes, investments or pensions in more than one country, and no single plan that ties them together.

  • You're 50 or older, you've built something worth protecting, and you want to get properly organised.

  • Most of your profits have gone back into the business or into property, and you know your personal balance sheet needs attention.

  • You want to understand, in plain language, how families structure and protect wealth across generations, including trusts, tax and estate planning.

  • You'll attend both days, do the work, and start with an honest look at your own numbers.

  • You want to learn from people who work with families and their wealth every day, not from social media.

This Isn't For You If:

This is a working event, not a show. If any of these sound like you, it won't be a good use of your time or your money.

  • You're looking for hot tips, trading signals, crypto plays or a quick way to get rich.

  • You want a guarantee, or someone to simply put money in your wallet.

  • You don't yet have a business, property or savings to organise.

  • You want to sit back and listen, but you don't plan to act on what you learn.

  • You're not open to working with professionals on your tax, legal and estate matters.

  • You can't give both days your full attention.

Results That Speak Volumes

★ ★ ★ ★ ★

"Attending the summit was a game-changer for my partner and me. Being around like-minded people rekindled my excitement for wealth creation and showed us the power of learning and navigating investments together as a team. The insights from the mentors on true diversification across asset classes gave us the clarity and confidence to protect and grow our portfolio, but to get real results, you have to commit, show up, and actually integrate the schedule into your life. Stepping out of our everyday routine into such an empowering, collaborative environment opened our eyes to what’s possible, and I’d encourage anyone in the program to get out of their comfort zone and attend these live events."

Ceri and Betrix
Ceri and Betrix
★ ★ ★ ★ ★

"After taking countless courses over the years, what really set this summit apart was finding authentic, heart-led mentorship paired with solid structure and practical steps. Having burnt our fingers on past investments, stepping into this environment gave us the big-picture clarity, modern global structures, and confidence we needed to move forward safely as a team. Connecting with incredible people from all walks of life proved that it’s never too late to start. If you truly know what you want, you have to prioritize it, schedule it, and show up—attending the summit was worth every moment, and you won't regret taking the leap."

Hendrik and Daleen
Hendrik and Daleen
★ ★ ★ ★ ★

"Attending the summit together as a mother and daughter was an incredible experience that made generational wealth real for us. Building wealth is a lot like starting a business—it feels like a mountain at first, but success comes down to defining your direction, surrounding yourself with the right team, and cementing a solid plan. For the younger generation, the biggest takeaway is that there is always more to learn, but the most important thing is to just get started and start actively thinking about your money and your future. Stepping into this supportive environment exposed us to new possibilities and gave us a shared foundation to build on together."

Judy & Kelly
Judy & Kelly

CLARITY

Your Questions, Answered

What is the Wealth Strategy Session?

A private session with our team, included with every ticket, to talk through your situation and how we can assist you on your wealth journey. You book it straight after checkout, and it takes place before the summit.

Who is the family office?

Our family office is Caleo, our partner in Private Wealth Global. Family offices work quietly, for a small number of very wealthy families, and Caleo works with families worth over $100 million. You'll spend dedicated time with the team on Day 2. It's an educational session, and attending doesn't make you a client.

Is this financial advice?

No. The summit and the Wealth Strategy Session are education and strategy, not personal financial advice.

Is this a subscription?

No. You pay $27 once. Your month of Wealth Hackers is included, and ongoing membership only starts if you choose to pay for it.

What if I can't attend both days live?

Come to what you can live. Recordings of both days are included with every ticket, so you can catch up on anything you miss.

What's the AI Wealth Playbook?

A practical, step-by-step guide to using AI to save time and get more done in your business, your work and your finances.

I'm already a Wealth Hackers member.

You'll use your current account.

What time is it for me?

11:00 SAST is 09:00 in London, 13:00 in Dubai, 04:00 in New York and 20:00 in Sydney.

FINAL INVITATION

Build The Wealth That Pays You

November 5-6, 2026 • Live Virtual Access. Two live days with Scott Picken, including dedicated time with our family office, plus a private Wealth Strategy Session, the AI Wealth Playbook and a full month inside Wealth Hackers. All for $27.

Instant Confirmation • 100% Full Money-Back Guarantee • Includes 1:1 Private Strategy Session